FLAHARTY ASSET MANAGEMENT, LLC
CRD #168495 SEC #801-78437 CLEARWATER, FL 727-252-1050
SEC Registered
Total AUM
$809.6M
Discretionary
$800.7M
Employees
9
Clients
1
Accounts
1,121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $809.6M | $800.7M | $8.9M | 9 | 0 |
| Apr 2025 | $809.6M | $800.7M | $8.9M | 9 | 0 |
| Mar 2025 | $809.6M | $800.7M | $8.9M | 9 | 0 |
| Jun 2024 | $761.2M | $748.6M | $12.6M | 11 | 0 |
| Mar 2024 | $761.2M | $748.6M | $12.6M | 11 | 0 |
| May 2023 | $682.6M | $673M | $9.6M | 11 | 0 |
| Mar 2023 | $682.6M | $673M | $9.6M | 11 | 0 |
| Nov 2022 | $771.9M | $771.9M | $0 | 12 | 0 |
| Mar 2022 | $771.9M | $771.9M | $0 | 12 | 0 |
| Dec 2021 | $645.4M | $637.6M | $7.7M | 9 | 0 |
| Apr 2021 | $645.4M | $637.6M | $7.7M | 9 | 0 |
| Mar 2021 | $645.4M | $637.6M | $7.7M | 9 | 0 |
| Dec 2020 | $419M | $410.1M | $8.9M | 14 | 0 |
| Jun 2020 | $419M | $410.1M | $8.9M | 8 | 0 |
| Feb 2020 | $419M | $410.1M | $8.9M | 8 | 0 |
| Mar 2019 | $368.8M | $362.3M | $6.5M | 9 | 0 |
| Apr 2018 | $387.8M | $381M | $6.8M | 10 | 32 |
| Mar 2018 | $387.8M | $381M | $6.8M | 10 | 32 |
| Jan 2018 | $354.1M | $349.8M | $4.4M | 10 | 0 |
| Jan 2018 | $354.1M | $349.8M | $4.4M | 10 | 0 |
| Jan 2018 | $354.1M | $349.8M | $4.4M | 10 | 0 |
| Mar 2017 | $277.7M | $274.9M | $2.8M | 11 | 600 |
| Mar 2016 | $279.8M | $232.7M | $47.1M | 10 | 700 |
| Aug 2015 | $347.7M | $249.5M | $98.2M | 10 | 600 |
| Jul 2015 | $229M | $152.5M | $76.5M | 10 | 600 |
| Apr 2015 | $229M | $152.5M | $76.5M | 10 | 600 |
| Mar 2015 | $229M | $152.5M | $76.5M | 10 | 600 |
| Apr 2014 | $255.7M | $193.2M | $62.5M | 9 | 600 |
| Mar 2014 | $255.7M | $193.2M | $62.5M | 9 | 600 |
| Nov 2013 | $130.3M | $125M | $5.3M | 7 | 0 |
| Sep 2013 | $0 | $0 | $0 | 7 | 0 |
| Aug 2013 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$809.6M
Discretionary$800.7M
Non-Disc.$8.9M
Employees9
Clients0
DateApr 2025
Total AUM$809.6M
Discretionary$800.7M
Non-Disc.$8.9M
Employees9
Clients0
DateMar 2025
Total AUM$809.6M
Discretionary$800.7M
Non-Disc.$8.9M
Employees9
Clients0
DateJun 2024
Total AUM$761.2M
Discretionary$748.6M
Non-Disc.$12.6M
Employees11
Clients0
DateMar 2024
Total AUM$761.2M
Discretionary$748.6M
Non-Disc.$12.6M
Employees11
Clients0
DateMay 2023
Total AUM$682.6M
Discretionary$673M
Non-Disc.$9.6M
Employees11
Clients0
DateMar 2023
Total AUM$682.6M
Discretionary$673M
Non-Disc.$9.6M
Employees11
Clients0
DateNov 2022
Total AUM$771.9M
Discretionary$771.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$771.9M
Discretionary$771.9M
Non-Disc.$0
Employees12
Clients0
DateDec 2021
Total AUM$645.4M
Discretionary$637.6M
Non-Disc.$7.7M
Employees9
Clients0
DateApr 2021
Total AUM$645.4M
Discretionary$637.6M
Non-Disc.$7.7M
Employees9
Clients0
DateMar 2021
Total AUM$645.4M
Discretionary$637.6M
Non-Disc.$7.7M
Employees9
Clients0
DateDec 2020
Total AUM$419M
Discretionary$410.1M
Non-Disc.$8.9M
Employees14
Clients0
DateJun 2020
Total AUM$419M
Discretionary$410.1M
Non-Disc.$8.9M
Employees8
Clients0
DateFeb 2020
Total AUM$419M
Discretionary$410.1M
Non-Disc.$8.9M
Employees8
Clients0
DateMar 2019
Total AUM$368.8M
Discretionary$362.3M
Non-Disc.$6.5M
Employees9
Clients0
DateApr 2018
Total AUM$387.8M
Discretionary$381M
Non-Disc.$6.8M
Employees10
Clients32
DateMar 2018
Total AUM$387.8M
Discretionary$381M
Non-Disc.$6.8M
Employees10
Clients32
DateJan 2018
Total AUM$354.1M
Discretionary$349.8M
Non-Disc.$4.4M
Employees10
Clients0
DateJan 2018
Total AUM$354.1M
Discretionary$349.8M
Non-Disc.$4.4M
Employees10
Clients0
DateJan 2018
Total AUM$354.1M
Discretionary$349.8M
Non-Disc.$4.4M
Employees10
Clients0
DateMar 2017
Total AUM$277.7M
Discretionary$274.9M
Non-Disc.$2.8M
Employees11
Clients600
DateMar 2016
Total AUM$279.8M
Discretionary$232.7M
Non-Disc.$47.1M
Employees10
Clients700
DateAug 2015
Total AUM$347.7M
Discretionary$249.5M
Non-Disc.$98.2M
Employees10
Clients600
DateJul 2015
Total AUM$229M
Discretionary$152.5M
Non-Disc.$76.5M
Employees10
Clients600
DateApr 2015
Total AUM$229M
Discretionary$152.5M
Non-Disc.$76.5M
Employees10
Clients600
DateMar 2015
Total AUM$229M
Discretionary$152.5M
Non-Disc.$76.5M
Employees10
Clients600
DateApr 2014
Total AUM$255.7M
Discretionary$193.2M
Non-Disc.$62.5M
Employees9
Clients600
DateMar 2014
Total AUM$255.7M
Discretionary$193.2M
Non-Disc.$62.5M
Employees9
Clients600
DateNov 2013
Total AUM$130.3M
Discretionary$125M
Non-Disc.$5.3M
Employees7
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0